Save hours with simple tax resolution

& practice management software.

See how in the 2-minute overview video below, then try it free (no credit card required).

 

Simple Tax Resolution &

Practice Management Software.

Go ahead, breathe easier.

Main summary software

Collaborate with your team and clients, streamline tax engagements,

and get paid in a modern, professional way.

Collaborate with clients, streamline tax engagements, and get paid in a modern, professional way.

Practice Management

Practice Management

Manage and share tasks, clients, engagements, and documents, all in one place, from any computer.

Tax Resolution

Tax Resolution

Tons of robust, easy-to-use Tax Resolution automation features will save you 5-10 hours per case.

Billing & Invoicing

Billing & Invoicing

Invoices, credits, and statements are now convenient to generate and send to tax clients.

Cloud-based practice management

Cloud-based practice management

Manage and share tasks, clients, engagements, and documents, all in one place, and accessible from any computer.

Easy tax resolution workflow

Easy tax resolution workflow

One survey auto-populates all the IRS forms you need, and Canopy’s planning analytics help you compare paths to decide the best plan of action.

Modern billing & invoicing

Modern billing & invoicing

Invoices, credits, and statements are convenient to generate and send to clients, with savable line items and more.

IRS FORM AUTO-POPULATION
"I'm single." "Cool, what's your spouse's name?"
IRS Form filler

Say goodbye to stupid questions.

Our survey intuitively only offers questions that are relevant to the client and case, so you and your client can stop wasting time on redundancies.

Say hello to auto-populated IRS forms.

You and/or your client fill out one online survey, and let Canopy fill out all the IRS forms you need.
IRS Forms

View more features
AUTO-POPULATE IRS FORMS USING INTUITIVE SURVEYS
Auto-populate IRS forms
"I'm single."
"Cool, what's your spouse's name?"

Say goodbye to stupid questions.

Our survey intuitively only offers questions that are relevant to the client and case, so you and your client can stop wasting time on redundancies.

Say hello to auto-populated IRS forms.

You and/or your client fill out one online survey, and let Canopy fill out all the IRS forms you need.

Liking it? Are you kidding me? You are making my life so much simpler!
Erica P. | Enrolled Agent
"Liking it? Are you kidding me? You are making my life so much simpler!"
ERICA P. | ENROLLED AGENT
A la carte pricing means you only pay for what you use.
A la carte pricing means you only pay for what you use.

When a tax practitioner starts a tech company out of his basement, people talk.

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When a tax practitioner starts a tech company out of his basement, people talk.

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Start saving time and streamlining workflow with Canopy.